Funds From: dmgax - Delaware Macquarie Global Infras A - Morningstar 2 Star Rated Fund to sgpbx - Wells Fargo Advantage DJ Target 2030 B - Morningstar 2 Star Rated Fund


  • Holdings: Enbridge, Inc. , Transurban Group , Groupe Eurotunnel SA , Southern Co , National Grid PLC ,
  • Category: World Stock
  • Morningstar Rating: 2 Stars
Sign-up for dmgax investment picks
  • Holdings: First Quantum Minerals Ltd , Rio Tinto PLC , Turquoise Hill Resources Ltd , Mosaic Co , Oil Search Limited ,
  • Category: Natural Resources
  • Morningstar Rating: 2 Stars
Sign-up for jinrx investment picks
  • Holdings: RidgeWorth Large Cap Growth Stock I , RidgeWorth Large Cap Value Equity I , RidgeWorth Total Return Bond I , iShares Core S&P 500 , RidgeWorth Mid-Cap Value Equity I ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sgilx investment picks
  • Holdings: Google Inc Class A , Gilead Sciences Inc , Facebook Inc Class A , Visa, Inc. Class A , Amazon.com Inc ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rgrfx investment picks
  • Holdings: Verint Systems, Inc. , MasTec, Inc. , Iberiabank Corp , Diamondrock Hospitality Company , Watsco, Inc. ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for jcsax investment picks
  • Holdings: OAO Gazprom ADR , OAO Lukoil ADR , Samsung Electronics Co Ltd , Mini Msci Emg Mkt Mar14 Xnli 20140321 , China Mobile Ltd. ,
  • Category: Diversified Emerging Mkts
  • Morningstar Rating: 2 Stars
Sign-up for sfenx investment picks
  • Holdings: Unico American Corporation , Apple Inc , Biglari Holdings, Inc. , Avnet Inc , Baker Hughes Inc. ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for rcmfx investment picks
  • Holdings: EURO STOXX 50 Index Future June14 , Sanofi , Roche Holding AG , FTSE 100 Index (New Style) Future June14 , HSBC Holdings PLC ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for seeix investment picks
  • Holdings: Russell International Developed Mkts Y , Russell Global Equity Y , Russell Strategic Bond Y , Russell US Core Equity Y , Russell US Defensive Equity Y ,
  • Category: Aggressive Allocation
  • Morningstar Rating: 2 Stars
Sign-up for ralrx investment picks
  • Holdings: Google Inc Class A , Gilead Sciences Inc , Allergan, Inc. , Wells Fargo & Co , Abbott Laboratories ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for mobax investment picks
  • Holdings: PIMCO StocksPLUS AR Short Strat Instl , PIMCO EM Fdmtl IndexPLUS AR Strat Instl , PIMCO Income Instl , PIMCO Emerging Markets Currency Instl , PIMCO Emerging Local Bond Instl ,
  • Category: Tactical Allocation
  • Morningstar Rating: 2 Stars
Sign-up for PAUAX investment picks
  • Holdings: JPMorgan Chase & Co , Lincoln National Corp (Radnor, PA) , Alexandria Real Estate Equities Inc , Public Service Enterprise Group Inc , SunTrust Banks Inc ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for DGAIX investment picks
  • Holdings: Fidelity® Series Investment Grade Bond , Fidelity Advisor® Short Fxd-Inc I , Fidelity® Series High Income , Fidelity Advisor® Ser Equity-Income , Fidelity® Series Infl-Prtct Bd Idx ,
  • Category: Retirement Income
  • Morningstar Rating: 2 Stars
Sign-up for fafax investment picks
  • Holdings: Nestle SA ADR , Novartis AG ADR , Roche Holding AG ADR , HSBC Holdings PLC ADR , Banco Santander SA ADR ,
  • Category: Europe Stock
  • Morningstar Rating: 2 Stars
Sign-up for eugix investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for noamx investment picks
  • Holdings: Gilead Sciences Cv 1.625% , Intel Cv 3.25% , Wells Fargo & Co, San Francisco Ca Pfd , Wellpoint Cv 2.75% , Metlife ,
  • Category: Convertibles
  • Morningstar Rating: 2 Stars
Sign-up for sbfcx investment picks
  • Category: High Yield Muni
  • Morningstar Rating: 2 Stars
Sign-up for pimax investment picks
  • Holdings: TJX Companies , Wells Fargo & Co , Estee Lauder Cos Inc Class A , VF Corporation , U.S. Bancorp ,
  • Category: Moderate Allocation
  • Morningstar Rating: 2 Stars
Sign-up for sesix investment picks
  • Holdings: Simon Property Group Inc , Equity Residential , Prologis Inc , Host Hotels & Resorts Inc , Vornado Realty Trust ,
  • Category: Real Estate
  • Morningstar Rating: 2 Stars
Sign-up for ssrex investment picks
  • Holdings: Dreyfus/Newton International Equity I , Dreyfus International Eq I , Dreyfus International Stock I , Dreyfus International Value I , Dreyfus Emerging Markets I ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for dfpax investment picks
  • Holdings: Apple Inc , Wells Fargo & Co , Johnson & Johnson , Union Pacific Corp , Capital One Financial Corp ,
  • Category: Large Blend
  • Morningstar Rating: 2 Stars
Sign-up for sneax investment picks
  • Category: Intermediate-Term Bond
  • Morningstar Rating: 2 Stars
Sign-up for weibx investment picks
  • Holdings: Roche Holding AG , CIE FINANCIERE RICHEMONT SA , Novo Nordisk A/S , ASML Holding NV , Liberty Global PLC Class C ,
  • Category: Foreign Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for rietx investment picks
  • Category: Inflation-Protected Bond
  • Morningstar Rating: 2 Stars
Sign-up for rrnax investment picks
  • Holdings: Novartis AG , Royal Dutch Shell PLC Class A , HSBC Holdings PLC , Sanofi , Total SA ,
  • Category: Foreign Large Value
  • Morningstar Rating: 2 Stars
Sign-up for dirvx investment picks
  • Holdings: American Realty Capital Properties Inc Class A , AthenaHealth, Inc. , Acuity Brands Inc , CoStar Group, Inc. , Northstar Realty Finance Corporation ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for rsitx investment picks
  • Holdings: Time Warner Cable Inc , Qualcomm, Inc. , Spectra Energy Corp , Baxter International Inc. , Ensco PLC Class A ,
  • Category: Large Value
  • Morningstar Rating: 2 Stars
Sign-up for BAEIX investment picks
  • Holdings: Goldman Sachs Global Income Instl , Goldman Sachs Dynamic Allocation Instl , Goldman Sachs Intl Eq Insights Instl , Goldman Sachs Strategic Income Instl , Goldman Sachs Lg Cap Gr Insights Instl ,
  • Category: World Allocation
  • Morningstar Rating: 2 Stars
Sign-up for gipsx investment picks
  • Holdings: Omnicom Group, Inc. , Markel Corporation , E*Trade Financial Corp , Willis Group Holdings PLC , Global Payments, Inc. ,
  • Category: Mid-Cap Value
  • Morningstar Rating: 2 Stars
Sign-up for overx investment picks
  • Holdings: Apple Inc , Google Inc Class A , Exxon Mobil Corporation , International Business Machines Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2026-2030
  • Morningstar Rating: 2 Stars
Sign-up for sgpbx investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Funds From: dmgax - Delaware Macquarie Global Infras A - Morningstar 2 Star Rated Fund to sgpbx - Wells Fargo Advantage DJ Target 2030 B - Morningstar 2 Star Rated Fund
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity